Evermay Wealth Management LLC - Q12026 Holdings

Evermay Wealth Management LLC holds 594 stocks with a total portfolio value of $ 902.06M as of Q12026. In Q12026, Evermay Wealth Management LLC added 53 new positions, increased stakes in 73 stocks, reduced 160 holdings, and fully exited 29 positions. The largest holding is Spdr Series Trust (SPTI), representing 15.62% of the total portfolio.